From signed client to MyCase case. No retyping.
IntakeCRM integrates natively with MyCase. Mark an intake Hired and its client and case are created in your firm's MyCase, with the notes, the documents and the right lead attorney already on it.
Included with IntakeCRM and the Full Intake Stack. See pricing
The whole intake, on the case.
When an intake is converted to Hired, the work your team did during intake follows the client into MyCase. Nobody copies notes from one screen to another.
- The client and the case. Both created in your firm's MyCase the moment the intake is marked Hired.
- Notes. Each note on the hired intake is added to its MyCase case.
- Documents. Signed documents, form submissions and uploaded files go to the case's documents.
- The right people. The intake's lead attorney becomes the case's lead attorney, and its intake staff member is recorded as the salesperson.
- The practice area. Matched to your MyCase practice areas, including sub-areas like Chapter 7 and Chapter 13.
Connect once. Map once. Done.
Like everything else in IntakeGenius, we set it up with you.
- Step 01
Connect MyCase
Sign in to your firm's MyCase once to authorize IntakeGenius.
- Step 02
Match your people
Pair each IntakeGenius user with the same person in MyCase, so cases land with the right lead attorney.
- Step 03
Map practice areas
Areas with the same name match on their own. Map the ones that differ.
- Step 04
Choose what's sent
Turn notes and documents on or off, then mark your next intake Hired.
Use something else?
MyCase
Native integration. You're on this page.
Clio
Native integration. Hired intakes go to Clio the same way they go to MyCase.
IntakeGenius and ClioAnything with an API
Run a different case system? If it has an API, we can build the connection for you.
Get in touchMyCase firms ask.
When does an intake go to MyCase?
When you mark it Hired in IntakeCRM. Leads you're still working stay in IntakeCRM, so your MyCase only holds real clients.
Do I need IntakeCRM?
Yes. The integration is part of IntakeCRM, so it's included in the CRM and Full Intake Stack plans. See pricing
What if someone on my team isn't in MyCase?
That role is left blank on the case and noted on the intake, so you can fill it in.
Is anything left to enter in MyCase?
A few fields aren't kept in IntakeCRM: middle name, work phone, home phone and client notes. Add those in MyCase if you use them.
Do I need to change how I use MyCase?
No. We map the intake to the people and practice areas your firm already has set up.
See a hired intake land in MyCase.
We'll run a live intake on the demo and show you where it ends up.